Family canoeing

“Never resist a temporary inconvenience if it results in a permanent improvement.”
- H. Jackson Brown, Jr.

Who We Serve

We serve those who trust a financial advisor with discretionary investing.  This includes business owners, professionals, high-net-worth individuals, and families – all with various account sizes.  All of our clients find clear and honest communication to be vital.  When working with us, you can expect open and honest communication.  We will walk with you as you pursue your financial goals and strive to give you the client experience you have come to expect and deserve.

Our Relationship

When building a relationship with a client, we will first get to know you.  While we hope to discover a better understanding of your financial situation, we also hope to learn more about you on a personal level:  your family, outlook on life, likes and dislikes, hobbies, health history, etc.  Things that are near and dear to you are also important to us – this allows us to offer the best guidance.  Only when we truly understand your wants and needs will we develop a wealth management plan with customized strategies designed to help you pursue your goals.

To maintain and grow the relationship, we work hard to be trustworthy, available, candid, deep-thinking, innovative, and resourceful.  We believe that a well-rounded financial advisor is of great value in your everyday decision-making.  This allows you to expand your trust and, consequently, our relationship.

Our Meetings

Most clients prefer to meet with us semi-annually, either in person or via phone.  During these meetings, we will review your goals and objectives, help you understand past, current, and future market conditions, and analyze your current wealth management plan to see if adjustments are necessary.  It is important to make sure that your plan is on track to pursue your financial goals.